Category Archives: Change

Confessions of a Business Artist

I am an artist.

There, I’ve said it. This statement may confuse some people who know me, and come as a shock to others.

Braden, what do you mean you’re an artist? You’ve got an MBA from London Business School, you’ve led change programs for global organizations, helped companies build their innovation capabilities and cultures, are an expert in digital transformation, and you can’t even draw a straight line without a ruler. What makes you think you’re an artist?

Well, okay, that may all be true, but there are lots of different kinds of artists. I may not be a painter, a sculptor, a musician, an illustrator, or even a singer, but I am an artist, a business artist.

What is a business artist you ask?

A business artist sees through complexity to what matters most. A business artist loves working with PowerPoint and telling stories, often through keynote speeches and training facilitation, or through writing. A business artist loves to share, often doing so for the greater good, sometimes to their own financial detriment, in an effort to accelerate the knowledge, learning, and creating new capabilities in others. A business artist is a builder, often creating new businesses, new web sites, and new thinking. A business artist is comfortable stepping into a number of different business contexts and bringing a different energy and a different approach to creating solutions to complex requirements. Part of the reason a business artist can do this is because a business artist values their intuitive skills just as much as they value their intellectual skills, and may also consciously invest in getting in touch with higher levels of intuitive capabilities, enabling them to excel in roles that involve a great deal of what might be termed ‘organizational psychology’.

A business artist often appears to be a jack of all trades, sometimes bordering on what was portrayed in the television show The Pretender, and can be an incredibly powerful addition to any team tackling a big challenge, but a business artist’s incredible ability to contribute to the success of an organization is often discounted by the traditional recruiting processes of most human resource organizations because of its emphasis on skill matching and experience, skewing hiring in favor of someone with a lot of experience at being mediocre at a certain skillset over someone with limited experience but greater capability. A business artist often appears to be ahead of the curve, often to their own detriment, arriving too early to the party by grasping where organizations need to go before the rest of the organization is willing to accept the new reality. This is a real problem for business artists.

Now is the time for a change. Given human’s increasing access to knowledge, and the shorter time now required to acquire the necessary knowledge and skills required to perform a task, people who are comfortable with complexity, ambiguity, and capable of learning quickly are incredibly valuable to organizations as continual change becomes the new normal. Because experience is increasingly detrimental to success instead of a long-lived asset, given the accelerating pace of innovation and change, we need business artists now more than ever.

So how do we create more business artists?

Unfortunately our public schools are far too focused on indoctrination than education, on repetition over discovery. Our educational system specializes in creating trivia masters and kids that hate school, instead of building a new generation of creative problem solvers that love to learn and explore new approaches instead of defending status conferred based on mastery of current truths (which may be tomorrow’s fallacies). We are far too obsessed with STEM (Science Technology Engineering and Math) when we should be focused on STEAM (Science Technology Engineering Art and Music). Music is creative math after all. My daughter’s school has a limited music program and NO ART. How is this possible?

To create more business artists we need to shift our focus towards art, creative problem solving and demonstrated learning, and away from memorization, metrics, and repetition. Can we do this?

Can we create an environment where the status quo is seen not as a source of power through current mastery and instead towards a system where improvements to the status quo are seen as the new source of power?

Organizations that want to survive will do so. Countries that want to stay at the top of the economic pyramid will do so. So what kind of country do you want to live in? What kind of company do you want to be part of?

Do you have the courage to join me as a business artist or to help create a new generation of them?

Image credit: blogs.nd.edu

This article originally appeared on Linkedin

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13th Annual Change Management Conference Wrapup

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Recently I had the opportunity to attend the 13th Annual Change Management Conference in New York, NY, hosted by The Conference Board. The event represented a convening of 200+ change management professionals from around the United States.

200+ attendees is a pretty decent size, but this larger number of attendees is quite small when you consider the number of people serving in official or unofficial change management roles around the world (either as employees or consultants), or when compared to the number of project managers (estimated at 16.5 million people around the world) and potentially as many as 1.5 million six sigma black belts and green belts sprinkled around the world.

Meanwhile, a couple of the leading training organizations in the change management space have trained just short of 100,000 people in the principles of change management.

If you agree that proactively managing change in organizations is at least as important as the practice of Six Sigma, and potentially as important as project management, that means that as the pace and importance of change continues to gather steam, there could be the need to train between 1.4 million and 16.4 million change management professionals in the next few years.

Insights from The Conference Board’s Council on Change Management

The tweet stream kicked off with a tweet from Joe Rafter of PG&E (@jrafter65) capturing the essence of what was to come:

“Investing in better change & transformation today. Change is in everyone’s role.”

The first session highlighted the Council’s Five Guiding Principles for Changing How We Change:

Agile, Conitnuous and Iterative
Future Focused
Dynamic Conversation & Engagement
Change Leadership From All Levels
Adoption & Behavior Change

Kinthi Sturtevant of IBM highlighted that they are rarely seeing 2, 3 or 4 year projects. Now it’s 30-60-90 day change projects.

We heard John Horn of Prudential talking about their transformation to a focus on talent as a differentiator that is not hr led, but leader led. Interesting that Prudential has talent catalysts in the same way as Intuit has design catalysts.

We heard Barbara Mitchell of Mayo Clinic talking about the importance of embedding your change plan in your project plan. But I disagree with this strategy. The focus should be the reverse. Your project plan should be part of your change plan. In my estimation, project planning should be part of our change planning efforts, but to make this happen we need more change planning tools like my upcoming Change Planning Toolkit™.

Wendy Branche of Tyco spoke about how organizations must make change a capability not just a competency. Distributing and democratizing change must be a priority. At Tyco change is a business process and a leadership competency and positioning change in such a manner has accelerated participation in change.

People First in Change Management

Gisela Paulsen of Genentech spoke about leading people through a difficult transition, and her feelings were captured well in this quote:

“If you lead change with integrity and transparency you can’t go wrong.”

The company had to deal with a product that was dying in two years as a superior product came on the market from a competitor, and one of the ways they dealt with it was by allowing employees to start spending 40% of their time on career development activities.

She spoke about the importance of paying attention to the community and its well-being during the change process, and how leading on the way down is a lot harder and you learn more about leadership than learning during a growth phase.

One other key message from Gisela was that as a change leader, you must be courageous, and not be afraid to ask for things. Who knows? Leadership might say yes!

The Innovation Accelerator

Roberto Masiero and Dr. Eric Hieger of ADP spoke about their efforts to accelerate innovation, and it was funny that they intentionally dressed different to highlight the difference between the old ADP and the new ADP. There

One key question they asked was:

Do we intentionally accelerate pace amplitude scale and complexity in a VUCA environment?
(VUCA being Volatile, Uncertain, Complex, and Ambiguous)

How Do You Measure Change Success?

Tim Creasey of ProSci spoke a lot about the importance of metrics and scorecards. Here are a couple of the key takeaways:

Tim Creasey’s definition of Change Management is “catalyzing individual transitions to deliver organizational results.”

Most of the people at the conference feel they do a poor job of measuring change management performance
My big takeaway was that many times the ROI of change mgmt activities are likely baked into the overall ROI for systems projects especially, but the investment and the commitment is not. You need to highlight this for people. Vendors are going to highlight their most successful projects in helping calculate ROI, but those projects are also most likely to have invested in change management.

Rethinking Change

Lior Arussy of Strativity spoke about rethinking change including the following question:

What would happen if your scorecard was stories you collected instead?

Change is not an island.

The talk prompted this question in my mind:

Does everyone agree that transformation is used for change with a capital c?

Most organizations still don’t recognize need for a sustainable change management practice. This must change.

The $1 Billion Wakeup Call

Melanie Francis spoke about her observations of how as organizations approach $1 Billion in revenue that change management begins to become formalized into the organization.

Do You Speak Digital?

Sheila Chavda of McDonald’s spoke about some of the changes they’ve undergone in building a stronger digital focus at the company, including some of their focus areas:

Direction and Leadership
Culture, Climate, and Accountability
Coordination and Control
Capabilities, Motivation and External Orientation
Innovation and Learning

Sheila shared a great story about an ophthalmologist who created an application called Peek that is capable of turning a smartphone into an eye exam tool (without the corresponding usual expense), making eye care more accessible worldwide.

Here is a great quote from Sheila:

“Game changing insights aren’t enough, without repeatable processes they become hallucinations of a really smart guy.”

Meanwhile, in the other session Chris Gray of Bridge Consulting shared this gem – “A butterfly is not a better caterpillar.”

Korn Ferry Research Results

Scott Stevenson of Korn Ferry shared some of their findings from research focusing on learning agility and change leadership. Their findings included:

People must decide to learn something new for change success to occur
Change management requires accurately predicting how a group will learn what is needed and managing to their individual/collective learning styles
Innovation strategies require more mental agility and change agility

Finally, Scott shared how he was always surprised by how little organizations invest in understanding employee drivers.

Leading Through Change

Shannon Wallace of GM shared stories of their transition in HR from executive HR to shared services model and the unexpected resistance they faced from HR employees.The resistance came from people being used to being the person people depended on. People were used to being firefighters. They decided to use pie charts to show difference in how people will spent their time before the change and how they will spend it post change. They also developed a “What would you do?” set of scenarios based on all of the different questions they got from people. They also created ~50 different modules to help people understand how different scenarios were going to change in the new model.

Creating the Future Together

Kelley Kurtzman of Verizon Wireless spoke about how as technology shifts, peoples expectations shift, and how their approach to employees and change focuses on three stages:

Engage
Educate
Empower

Kelley also mentioned that any great employee engagement program has to be grounded in employee concerns.

One thing Verizon Wireless did to increase employee engagement and cooperation was to create ride-along video snippets so people can see what different tasks look like. Kelley talked about the power of involving employees in designing the solutions that will make them more productive. One result was to provide front line call center supervisors at Verizon Wireless with tablets with call metrics on them so they can be on the floor instead of off in a separate cubicle.

Finally, Kelley shared a great metaphor about the interaction between EQ and IQ as it relates to Emotional Intelligence:

“EQ is the front wheel of bicycle (Direction) while IQ is the back wheel (Power).”

Is Your Change Management Agile?

Paul O’Keeffe and Randy Wandmacher of Accenture Strategy spoke first about how in the digital age, expectations are different. We’ve heard people say at the conference that if they can’t see results this quarter, it’s too slow.

They continued on by discussing how research shows that change doesn’t cause organizations to go off track, it exposes organizational dysfunction. Too much change too fast is not destructive, high performing organizations go at a pace slightly faster than that of ordinary ones. The reason this is true is that people don’t have to go through the prototypical change ‘valley of despair’. High performing organizations have the agility to skip the ‘valley of despair’. One way they do is by building and maintaining a high level of trust in the organization.

People’s acceptance of #change is not a smooth curve, but a step function, increasing where intellectual understanding intersects with emotional agreement. The best organizations realize the benefits of change, build people’s change capabilities, end in good place with each change effort, so there is an appetite to do more change and to continue to improve business performance.

Becoming change agile means building a capability to successfully manage change on a daily basis. The steps in our change model to enable agility include:

Clearly define the intended business performance and desired benefits
Understand the organizational context/health
Vision
Leadership
Resources
Discipline
Energy

The insights from Vision, Leadership, Resources, Discipline and Energy are used to master the dynamics occurring in the organization.

Poor performing organizations have a disconnect in perceived performance on Leadership and Teamwork. Poor performing organizations have a higher level of fear and frustration. Organizations that attain the highest levels of performance are those that truly thrive on change.

Most organizations would like to be more agile according to votes here at the conference, but few have it as C-suite priority. In fact, most organizations miss an opportunity during big projects like ERP to build capabilities for the future in change and agility.

The future of change agility should be to focus on insight-driven change, building capabilities and being change navigators.

Finally, it’s crazy that @innovate has more Twitter followers than @AccentureStrat. 😉

Closing Session with The Conference Board’s Council on Change Management

In the closing session Molly Breazeale shared this quote to keep in mind about relationships as you think through your change efforts:

“The conversation is the relationship.” – Susan Scott

Kent Greenes of The Conference Board spoke about co-creation and the difference between involvement and inclusion and the importance of organizing management and non-management input together in a common group to help move people from ‘I’ to ‘We’. “Imagine the look you’re going to get from your CEO when you say that leading change from the top is not enough.”

Isabelle Suares of Cisco spoke about how the speed of market changes requires greater speed internally in order to realize an ROI on our products. Increasingly shorter windows of opportunity to monetize intellectual property before newer technology supplants it. Co-Design embedded in all initiatives at Cisco, in all phases, in an iterative process with full participation.

Lauren Chesley of Verizon Communications spoke about how they wanted leaders to drive transformation, deliver on priorities, and be strong people managers for culture.

Andrea Tennyson of Cargill spoke about how they focus on nine key stakeholders including: customers, suppliers, consumers, employees, communities, governments, and three more. Some of their key focus areas sometimes conflict and from a change standpoint this can be difficult as they look to co-create. For transformation they leveraged their Leadership Forum (1,575 participants – 1,325 virtual & 250 local), and their Change Leader Network, Change Community of Practice, Leadership Academy Alumni, and Corporate Center. They made a shift in decision making away from Change Leadership Team and pushed the ability farther down into the organization.

Finally, a closing thought from Twitter from Tim Creasey of ProSci, and I’m not sure who to attribute it to, but I definitely heard it at the event:

“Go where the bright spots are in your organization – on gaining sponsorship for change management.”

The conference definitely was a whirlwind, and I’d like to thank The Conference Board for putting on a great 13th Annual Change Management Conference and to the organizers for inviting me to cover the event for the Innovation Excellence audience. Hopefully they’ll have me back as a speaker next year at their 14th annual event.

In 2016 my new change management content site will be in full swing and my second book for Palgrave Macmillan (@PalgraveBiz) comes out in January 2016 to highlight the best practices and next practices of organizational change and introduces my new collaborative, visual Change Planning Toolkit™. I’ve got some great guest experts and case studies to include in the book, so stay tuned!

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Measuring Organizational Agility – The Triple T Metric v1.0

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Measuring Organizational Agility - The Triple T Metric There is an increasing amount of chatter and confusion out there around what organizational agility is and feeling that it must be important to organizational success.

But, before we discuss organizational agility, it is important to define what we mean by the term.

BusinessDictionary.com has a decent definition:

“The capability of a company to rapidly change or adapt in response to changes in the market. A high degree of organizational agility can help a company to react successfully to the emergence of new competitors, the development of new industry-changing technologies, or sudden shifts in overall market conditions.”

Usually people begin speaking about organizational agility and its importance to the success of the organization when they speak about the increasing pace of change, and the challenge the organization faces in keeping up.

Because of this, one of the key measures of organizational agility you may want to consider using, I like to call the Triple T Metric:

Time
to
Transform

The Triple T Metric is a measure of how long it takes an organization to make a transformation. But to measure your progress on the Triple T Metric over time, you must define it and measure it in a consistent manner. So, if a transformation is like a trip from Point A to Point B, we must define Point A and Point B.

Point A = the point in time at which the organization recognizes a change is needed away from the steady state

Point B = the point in time at which the organization successfully arrives at the new steady state

You’ll notice that Point A doesn’t start at the point at which people AGREE that a change is needed and AGREE to make it, but at the point the organization RECOGNIZES a change is needed. This is because there is great opportunity to increase your organizational agility by increasing the speed at which the organization moves from recognizing the need for change, to agreeing to change, to planning the change, to executing the change.

This is just v1.0 of our discussion of the Triple T Metric, to introduce the concept. We’ll get into more detail in a future post.

All of these transitions must be included because organizational agility is ultimately about how quickly the organization can successfully plan, lead, and execute (manage and maintain) a change effort, increasing your organizational agility requires that you increase both your change capability and your change capacity.

How fast can your organization change?

If you want to learn how to change faster, and make your organization more agile, grab a copy of Charting Change and the supporting materials for book buyers!

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Change the World – Step Two

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Change the World - Step Two Are you and your organization ready for change?

Too often organizations define the change effort they want to pursue without first identifying whether there are people, resources, legislation, etc. present that must be in place before the change effort can begin. We will explore the circumstances you may want to explore before beginning any change effort and the areas to explore as potential prerequisites to the change program and its eventual success.

During the course of any change initiative many different challenges will appear, and the most successful change efforts will anticipate those challenges and have a plan for dealing with them. Part of that anticipation begins with identifying how ready the organization is for change and understanding what some of the top challenges are.

In a 2008 global CEO study conducted by IBM on the enterprise of the future, IBM identified the top challenges to successfully implementing strategic change as:

Changing mindsets and attitudes (58%)
Corporate culture (49%)
Underestimation of complexity (35%)
Shortage of resources (33%)
Lack of higher management commitment (32%)
Lack of change know-how (20%)
Lack of motivation of involved employees (16%)

You will notice that many of the items on this list are more about the people factors of change rather than the process or technology factors of change. The weight of the human dimensions of change is reflected in my PCC Change Readiness Framework™. This framework focuses on the psychology of key groups surrounding the identified change, the capabilities needed to successfully execute the change, and the organization’s capacity to tackle this change effort (along with everything else).

PCC Change Readiness Framework

You will notice that I don’t speak about organizational psychology or culture in my PCC Change Readiness Framework™. The reason I don’t highlight culture in the same way that many other people do is that in today’s more social, customer-centric business, we must look more broadly than the typical inward focus of company culture when it comes to identifying the readiness of not only employees, but leaders, customers, and partners too. Inevitably many of our change efforts will have some impact on one or more external groups (possibly even non-profit entities and one or more governments).

You will notice that within the PSYCHOLOGY box there is a common focus on the mindsets, attitudes, beliefs and expectations of the individuals. Culture is incorporated into the psychology realm by focusing on what the shared understandings are around the potential change, but more broadly too. And, finally you will notice that my PCC Change Readiness Framework™ highlights the need for successful change efforts to move towards gaining commitment to the change from leadership, acceptance of the change by employees, and a desire for the change from customers and partners.

Within the CAPABILITY box of my PCC Change Readiness Framework™ we must investigate whether our change effort has any regulatory or statutory implications and whether we are ready to adapt, adopt or influence the changes necessary in this sphere. We must also ask ourselves a series of questions:

“Do we need to get permission from anyone to do this?”
“What knowledge, skills, and abilities needed for this change do we already possess?”
“What knowledge, skills, and abilities needed for this change do we need to acquire?”
“What relationships do we possess that will be useful in advancing the change?”
“What relationships do we need to build to help advance the change?”
“What are the enablers of making this change successful?”

Within the CAPACITY box we have to look at where our resources are approaching, or have already achieved, change saturation. This means they are unable to productively participate in any more change efforts or adopt any more change. But we also have to look at the availability of our resources:

Human
Financial
Physical
Information
Executive Sponsors
Space in our desired communication channels

It is easy to take for granted that the organization will have the capacity to undertake your change effort, but often there are capacity constraints that you will run into, especially as the pace and volume of change increases inside an organization. The one that is easiest to overlook and fail to plan for, is making sure that you’re going to be able to communicate your change messages in your desired messaging channels (they may already be full).

In my upcoming collaborative, visual Change Planning Toolkit™ you will find the companion tools for the PCC Change Readiness Framework™, two large format change readiness worksheets to download for printing that will help you collaboratively explore all of these topics and more.

Be sure and sign up for the Braden Kelley newsletter to receive the latest news on my new book on the best practices and next practices of organizational change (January 2016) and the licensing options for the Change Planning Toolkit™.

Finally, when you consider all of the potential stumbling blocks in advance of the change that we highlighted above, evaluate your readiness in each area, and make a plan for closing any gaps (before you even begin your change effort), you will greatly increase the chances of its success. But, there are certain items that are not just good to know in advance, but are actually prerequisites for change, and we will explore that topic in the book, so stay tuned!

EDITOR’S NOTE: I’ve gone ahead and created a free downloadable flipbook PDF for people to grab. It was inspired by Art Inteligencia’s article titled Change Readiness: What It Is and How to Achieve It.

P.S. In case you missed it, click to read Change the World – Step One

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Most Companies Fail at Innovation Because…

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Most companies fail at innovation because they fail at change.

There you go, there is the entire article in a single sentence. Please click the like button or leave a comment on your way out, and I’ll turn out the lights.

I’m actually serious, but I didn’t come to this single sentence overnight, but through decades of research and experience. It coalesced however this morning in an interview with Chad McAllister that will air next month.

This sentence also highlights the reason why after writing the popular Stoking Your Innovation Bonfire (a book about innovation) and traveling the world delivering innovation keynotes and workshops, that my next book for Palgrave Macmillan (@PalgraveBiz) will be about change, not innovation.

Because after all, my life’s work is to help others change the world for the better by creating and sharing valuable tools and insights that hopefully serve to accelerate innovation and change in communities around the world.

I will continue on to say though that if you want to be successful at innovation you need to get better at planning, leading, managing, and maintaining change.

If you doubt the linkage, please check out my other article Managing Innovation is About Managing Change. This will give you a great example of how innovation inflicts change on the organization.

And if you’d like to learn more about making your organization more change capable, then I encourage you to check out my article Change the World – Step One, which is the first in a series of articles I will be publishing here in the run up to the launch of my book in January 2016 to help organizations build a stronger, more sustainable approach to change. This first article outlines the Four Keys to Successful Change, with much more content and a whole Change Planning Toolkit™ being released over the next few months.

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Change the World – Step One

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Change the World - Step One Do you want to change the world?

Even just one tiny corner of your own world?

Change often feels overwhelming, scary even, and frequently we don’t know where to begin.

Stoking Your Innovation Bonfire focused on helping organizations identify and remove barriers to innovation, and has also served as a great innovation primer for innovation practitioners all over the world.

As people choose and commit to going down the innovation path in a measured way, one of the first things they discover is that many things will have to change inside the organization and in how the entity engages with others outside the organization for their new product or service ideas to successfully walk the transitional path from insight to idea to experiment to implementation project to market offering and market success.

Because of this, my next book and most of my future articles here on Innovation Excellence in the run up to the release of my Change Planning Toolkit™ will be focused on helping people build a strong foundation for achieving successful organizational change. This series of articles will culminate with the launch of a new book from Palgrave Macmillan in January 2016 on the best practices and next practices of organizational change and an introduction to my Change Planning Toolkit™.

So, if we’re hoping to change the world, our world, whether that is with a big W or a little one, where should we begin?

Let’s begin by painting a background for the landscape of organizational change.

Four Keys to Successful Change

Above you’ll see a visualization of the Four Keys to Successful Change. Leave one out and eventually your change effort, no matter how big or small, will eventually fail. If you’re setting setting out to change the world, even a small corner of it, then you’ll want to be sure to consider each of the four keys and make sure that you proceed in a measured way that takes each into account.

Let’s look at each briefly in turn before we look at each area in more detail in future posts, and eventually in the book in January 2016.

The Four Keys to Successful Change

1. Change Planning

Change Planning is the first key to successful organizational change, and it focuses on drawing out the key issues of the necessary change and puts some structure and timeline around them. You will find you have a better experience and a more successful outcome if you use a more visual, collaborative method using something like the Change Planning Toolkit™ I will be releasing soon to help you create the necessary change plans, goals, metrics, etc.

2. Change Leadership

Change Leadership is the second key to successful organizational change, and is important because good change leadership provides the sponsorship, support and oversight necessary for the change activities to receive the visibility, care, and attention they need to overcome inertia and maintain momentum throughout the process of transformation.

3. Change Management

Change Management represents the third key to successful organizational change, and it is probably the one most people think of when they think about organizational change because it focuses on managing the change activities necessary to achieve the change objectives. The term itself has some challenges however as the term also refers to the management of code changes during the software development process and its relationship with project management is confused. We will dig more into the relationship between project management and change management in a future article.

4. Change Maintenance

Change Maintenance represents the fourth and probably most neglected key to successful organizational change. Many change leaders lose interest after the major launch milestones are achieved, and this is a real risk to sustained success of the change effort. During the change maintenance phase is when you measure the outcomes of the planned change activities and reinforce the change, to make sure the change effort has met the change objectives and when you ensure that the behavior change becomes a permanent one. Neglect this phase and people often slip back into their old, well worn patterns of behavior.

Conclusion

This is the first article in a series to help make changing the world seem a little less overwhelming, a little less scary. I hope you have found the article and the framework a useful first building block as we work together to build a strong foundation for successful organizational change. To be alerted when the Change Planning Toolkit™ becomes available, please be sure and click the link below to join the mailing list, and stay tuned for the next article in this series!

Image credit: Youthventure.org

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Your Chance to Help Change Change

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Your Chance to Help Change Change My first book Stoking Your Innovation Bonfire was designed to help organizations identify and remove barriers to innovation, but readers also found it to be a great primer on how to take a structured, sustainable approach to innovation, and as a result the book has found its way into university courses and libraries around the world.

I’ve been thinking over the last few years about where I could provide the most value in a follow-up book, and it came to me that innovation is really all about change and that where most organizations fail to achieve innovation is in successfully making all of the changes necessary to transform their inventions into innovations. At the same time, the world has changed, the pace of change is accelerating and organizations are struggling to cope with the speed of changes required of them, including the digital transformation they need to make.

So, my next book, this time for Palgrave Macmillan, will focus on highlighting the best practices and next practices of organizational change. And where does any successful change effort begin?

With good planning. But it is really hard for most people to successfully plan a change effort, because it is hard to visualize everything that needs to be considered and everything that needs to be done to affect the changes necessary to support an innovation, a digital transformation effort, a merger integration, or any other kind of needed organizational change.

But my Change Planning Toolkit™ and my new book (January 2016) are being designed to help you get everyone literally all on the same page for change. Both the book and my collaborative, visual Change Planning Toolkit™ are nearly complete. But before they are, I’d like to engage you, the intelligent, insightful Innovation Change Management community to help contribute your wisdom and experience to the book.

I’m looking for a few change management tips and quotes attributable to you (not someone else) to include in the book along with the other best practices and next practices of organizational change that I’ve collected and the introduction to my Change Planning Toolkit™ that I’m preparing.

It’s super simple to contribute. Just fill out the form, and the best contributions will make it into the book or into a series of articles that I’ll publish here and on a new site focused on organizational change that I’m about ready to launch.

I look forward to seeing your great organizational change quotes and tips!

UPDATE: The book is now out! Grab a copy here:

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Conference Wrapup – Change Management 2015

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Change Management 2015

Recently I had the opportunity to attend the Association of Change Management Professionals’ (ACMP®) annual conference in Las Vegas, Nevada, titled appropriately Change Management 2015. The event represented a convening of nearly 1,000 change management professionals from around the globe, including countries as geographically dispersed as Qatar and Australia, but with the bulk of the attendees being from the United States, Canada, and Australia.

Nearly 1,000 attendees is a pretty decent size, much bigger than any innovation event that I’ve ever been to, but this larger number of attendees is quite small when you consider the number of people serving in official or unofficial change management roles around the world (either as employees or consultants), or when compared to the number of project managers (estimated at 16.5 million people around the world) and potentially as many as 1.5 million six sigma black belts and green belts sprinkled around the world.

Meanwhile, a couple of the leading training organizations in the change management space have trained just short of 100,000 people in the principles of change management.

Professionalizing the Change Management Profession

One of the things that occured at the conference was the highlighting of the ACMP Standard for Change Management™ and the new ACMP Qualified Education Provider™ (QEP™) program. Both of these are steps along the way to building momentum for a change management certification that the ACMP® hopes will become the gold standard for people worldwide to highlight that they have the skills knoweldge, and experience to be recognized as a Certified Change Management Professional™ (CCMP™).

Kicking it off with Dan Pink

The opening keynote at the event was delivered by Dan Pink, author of ‘Drive’ and several other books. Much of his speech was about the societal impacts of the greater availability of information that we enjoy today, and how that will also affect our ability to sell, to influence, and to affect change. In sales, it used to be that the seller nearly always had more information than the buyer, that is rarely the case any more. Because of this shift in information availability, experts are being called on more to be a curator of information than as a way to access information. Dan highlighted how nearly everything that we do in business involves sales and change, yet business schools and MBA programs teach neither sales nor change (they might teach a course on leadership if you’re lucky). And if the ABC’s of sales used to be “Always Be Closing” then the new ABC’s of sales are Attunement, Buoyancy and Clarity.

One interesting personal productivity insight that Dan shared was the idea that asking yourself questions before doing something is a better preparation method than positive self talk. Another was how by reducing your feelings of personal power before going into a conversation can actually increase your effectiveness at getting people to do something. And finally, consider these points related to change:

Context is more important than the individual
When engaging people for change, it’s very important to use the audience’s language not yours
Instead of focusing on changing people’s minds, focus on making it easy for people to do something
When information goes down easier it is more likely to stick (rhyming, distillation, etc.)

The IBM Research Perspective

There was a great quote from Hilary Bland of IBM at the conference that illustrates the necessary future direction and importance of change management:

“The ability to anticipate, manage and capitalize on pervasive change is often the difference between market leadership and extinction.”

Between IBM’s research study in 2008 and their followup study in 2014, they’ve seen a shift from organizations managing change on projects to organizations increasingly focusing on enterprise transformation. While the 2008 study examined how organizations manage change and gained practical knowledge, the 2014 study gained insights into the new environment of continuous transformation & the attributes of organizations that are highly successful in managing change.

One of the findings from IBM’s 2014 study was that 74% of respondents are concerned employees are not fully prepared to adapt to an increasingly digital work environment. This sentiment also manifests in the finding that only 20% of organizations successfully deliver on more than 75% of their projects.

And while the digital revolution provides new opportunities to lead change – bottom-up, top-down, sideways – the fact is that 87% of the IBM study respondents stated that not enough focus is currently placed on change management in critical projects and that only 44% of high performance change organizations understand change benefits – Scary!

On final interesting tidbit from the 2014 IBM Research findings – In 2008 only 20% of surveyed companies were using internal resources to manage change projects, but this number is 84% now – highlighting a perceived need for companies to build their own internal change management capability instead of relying on consultants.

Here is a link to the latest IBM study ‘Making Change Work 2014’ – https://ibm.biz/BdRV9y

Gearing Up for Change – A Case Study

Columbia Sportswear shared several learnings from the change management components of their SAP upgrade, including:

Success comes not from just saying things multiple times but doing things multiple times
We had to stress that company success is determined by the quality of and access to data
Initially we were given a tiny training budget, so we went out and got data to build support for an increase
We used learnings from a previous failure to build support for our new approach
Our first steps were to capture tribal knowledge, map processes, and write standard operating procedures (SOP’s)
We then trained execs in our change methodology and did monthly change surveys to
We won support from senior management to bring in long term temporary employees to free up our super users to participate in the project. This was a priority!
Focus was key! The company had to say “We’re going to do this upgrade, make/sell products, and nothing else!” – and then of course remind people…
We had to get creative in our communications, both in terms of building new communication channels and creative messaging, but also we had to work really hard not to talk about the system being changed, but instead focus on how this was a company evolution.

The Culture Question

There were several good culture questions and comments that came up from various sessions, including:

When it comes to culture change, you have to define which parts of the culture you’re going to retain too.
Findings from IBM’s study on making change work… 1. Lead at all levels 2. Make change matter 3. Build the muscle
People at IBM got social really fast around the topic of change because managers were looking at profiles and who was contributing
Engagement = Communication + Co-creation
Successful change efforts blend effective approaches to the task side and the people side
Pace of change is both a driver for change management and a resistor
Accountability key to embedding your change into normal operations
People hate being off plan. They will want to tell people about the green behind the red. Consider only allowing people time with the boss to discuss yellow/red projects and how the boss can help, instead of making people feel like they have to be green.
When change saturation exists, consider having cross-functional resource conversations to look for solutions.
“Change has to start by doing less” -Lisa Bodell
“Change Leaders should keep these three things in mind – Ask killer questions, Reverse assumptions, and Kill a stupid rule” – Lisa Bodell

Learning as it Relates to Change

There was a great session at the Conference with Christine Cox, PhD. looking at breakthroughs in organizational learning. Some of the key takeaways included:

People who multitask (or who sit next to multitaskers during lectures) exhibit lower comprehension
Memory can be improved by relating learning to yourself
To harness emotion for better learning you want to tap into people’s emotions without overactivating them
People strongly remember moments where they made connections and generated those connections or insight
Learning is also increased when the right social elements are added
Give people opportunity to share what they’ve learned and reflect on its self-relevance
Spacing is also important for learning. No cramming!
12 hour learning spacing that includes a night’s sleep helps comprehension more than 12 hours of spacing during waking hours
Instructional design should perhaps shift from content delivery to creating the space for insight
Incorporating some forms of generation into the learning situation – like polls, guided reflection, writing answers, explaining to another, hearing from another – can increase retention

All Trains Change for Change

Carmen Bianco, the President of the Manhattan Transit Authority (MTA) discussed how our world is changing and how the MTA has to focus on technology, strategy and culture. One of the big questions the MTA is grapplin with is:

How can we get more technology underground so that we can get more train cars per hour moving through the system?

The MTA is ordering 1,000 new train cars and growth is causing them to explore how they can change their culture to be more customer-focused and how they can move more train cars per hour and how they can get more people into each train car. Carmen’s initial focus on culture change has been on top executives so that the middle of the organization knows they’re serious. For change to filter all of the way down, the alignment and commitment has to work its way down. Carmen feels that if he can get everyone on his team to be that good boss, that’s a home run because it effects countless numbers of people. Carmen has also instituted no meeting days at MTA where he requires managers to get out with their employees and then do a debrief with him at the end of the day.

Carmen spoke about the challenge they face with 44% of executives and 41% of operating supervisors becoming pension eligible soon. The potential retirement of 44% of managers next year is both a risk and an opportunity to culture change progress. He spoke about how just when it seemed like he wasn’t changing the culture, the super storm came and provided a galvanizing opportunity. He marveled as he watched the MTA perform with the customer in mind (even sacrificing sleep). He feels blessed to have a phenomenal group of employees who have come up with ideas like FastTrack, where we had 900 employees working in the same area. At first citizens and the media ridiculed the idea, but now people are asking ‘When are you bringing this to my neighborhood?’ The creation of FastTrack reminded me of that scene in the Apollo 13 movie. It’s a good idea to keep that Apollo 13 scene ‘What do you have?’ in mind for constraint-focused brainstorming.

A Whirlwind Tour of Change

The Nike and Peoplefirm session highlighted the importance of communication strategies and creativity in change. PG&E and BeingFirst highlighted how building a change capability within an organization takes time (within PG&E it has taken 2 1/2 years just to START). Year 1 at PG&E may have focused on a lot of change leadership training, but year 2 has to be more about demonstrating results. An internal change group can act as middleware translator between consultants and the organization on a range of projects. Change saturation was discussed many times at the conference, and PG&E talked about how they monitor it at a workgroup level, monitoring what initiatives are effecting different workgroups. In the Marriott session it was highlighted that the most used change tools at Marriott include change overview, stakeholder analysis and communication plan. Chris Churchill and Paul O’Keeffe of Accenture spoke about Agile Change Management and the importance of integrating your change process into your Aigle process, including your task wall or kanban wall process.

Finally, closing keynote speaker Lisa Bodell offered these Eight Statements for Change that she advises organizations work to answer in the affirmative:

People in our organization actively think about pushing boundaries and use trends
Our employees are comfortable asking provocative questions
People think on their feet
People see it through
We are Looking forward 5-10 years
We constantly push for continual improvement
We purposefully hire diverse teams
We look at adjacencies and distant companies and apply best practices

The conference definitely was a whirlwind, and I’d like to thank the Change Management 2015 conference organizers for inviting me to cover the event for the Innovation Excellence audience. Hopefully they’ll have me back as a speaker next year at Change Management 2016 in Grapevine, Texas.

In 2016 my new change management content site will be in full swing and my second book for Palgrave Macmillan (@PalgraveBiz) comes out in January 2016 to highlight the best practices and next practices of organizational change and introduces the new collaborative, visual change planning toolkit. I’ve got some great guest experts lined up as contributors and am finalizing the final few sponsors and contributors in the next couple of months (along with the manuscript), so stay tuned!

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People-Centric Marketing

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by Braden Kelley

We live in an increasingly complex world where both the volume of change and the pace of change are accelerating. But it is not just change that is accelerating, choice is proliferating as well.

Witness the example of General Mills’ Cheerios. Introduced in 1941, there are now 13 varieties of Cheerios on the market, not including snack mixes introduced in 2008.

In its 70+ year history, General Mills introduced no variations in the first 35 years; all of the new varieties have been introduced during the second half of Cheerios’ lifespan, with eight of 13 new varieties being introduced in the last decade. The 13 current varieties of Cheerios (with launch dates) according to Wikipedia are:

Cheerios (1941)
Honey Nut Cheerios (1979) (see above)
Apple Cinnamon Cheerios (1988)
MultiGrain Cheerios (Original in the UK) (released 1992, relaunched 2009)
Frosted Cheerios (1995)
Yogurt Burst Cheerios (2005)
Fruity Cheerios (2006) (Cheerios sweetened with fruit juice)
Oat Cluster Crunch Cheerios (2007) (sweetened Cheerios with oat clusters)
Banana Nut Cheerios (2009) (sweetened Cheerios made with banana puree)
Chocolate Cheerios (2010) (Cheerios made with cocoa)
Cinnamon Burst Cheerios (2011) (Cheerios made with cinnamon)
Dulce de Leche Cheerios (2012) (sweetened Cheerios made with caramel)
MultiGrain Peanut Butter Cheerios (2012) (Multigrain Cheerios with sorghum, not wheat, and peanut butter)

We have an overwhelming amount of choice in the supermarket, but we also have an ever growing roster of entertainment options as well:

Terrestrial, cable, satellite, and on demand television
Internet television (NBC.com, Comcast.com, Netflix, Amazon Prime, Hulu Plus)
Television on DVD or DVR
Over the air, satellite, and internet radio
YouTube, Vimeo, Vine and streaming music
Instagram, Facebook, Twitter, Google+
Console, PC, Tablet, and Smartphone gaming
Snapchat and Wechat
Live events and recordings of live events
and on and on

Advertising is proliferating:

TV and radio advertising
Out of Home advertising (Billboards, buildings, airplanes, buses, trucks, etc.)
Print advertising (Magazines, newspapers, etc.)
Movie and TV product placements
Movie theater advertising
Airborne advertising
In game product placements
Digital advertising (banners, videos, etc.)
Mobile advertising
Naming rights (stadiums, etc.)

Marketing is proliferating too:

Direct marketing (direct mail, email, telemarketing, etc.)
Partner marketing
Search Engine Optimization (aka SEO)
Search Engine Marketing (aka SEM)
Social Media marketing
Inbound marketing
Content marketing
Viral marketing
Loyalty and retention marketing
Spam
and my least favorite (contact form marketing – aka spam)

With this deluge of choice and competition for our attention, people are in fact more annoyed and less affected by advertising and marketing than ever before.

Growing Customers in a Deluge

So in today’s world, how do most effectively cultivate future customers, strengthen the relationship with existing customers, and maintain connections and grow commitment over time?

There is no single answer of course, but effective marketing in today’s world of endless choice and competition for people’s attention requires the appropriate mix of push and pull and recognizes that the ROI from marketing efforts should not all be attributed to the last click but instead is attributed to the overall customer journey and uses technology that allows you to connect together the different customer touchpoints and impressions over time to help you better understand how your holistic revenue generation system is working. Because effective marketing is not about converting leads, but instead about building relationships.

When your marketing efforts focus on building a relationship, trust, and even partnership with your customers, your organization stands to benefit more than by just seeking the quick scale. Even non-customers can be referrers and recommenders, and as companies grow, a single individual can have a customer, partner, and a competitor relationship with the same organization.

Are you living in marketing’s past?

So if marketing today is more about the customer journey, building relationships and even co-creation, then it becomes even more important to build understanding and trust. The power of the story, the power of experience, and the role of content in this new world become increasingly important in capturing and holding people’s attention. You’ll notice that I said people not customers or prospects, and their is an important reason underlying it.

Because of our increasingly interconnected and always on world, where Yelp has grown to become a more powerful engine of influence than neighbors and co-workers, it’s getting harder to tell who is an influencer and must tell a consistent story not just to prospects, but to all people. And in a world where algorithms determine whether you even appear in the places your potential customers trust, having the right content in the right places, at the right time, so that people (not just prospects) can find it at the various stops along the often long, meandering non-customer to prospective customer evolutionary path.

Embracing an expanded marketing focus on non-customers may be hard for some marketers, but others will see the importance of it in growing and maintaining the long-term health of the organization’s sales pipeline and brand equity.

How do you grow new customers?

Well, by growing the level of comfort and trust that people have in your organization and its employees. There are many ways to do this, but they require a strategy that first seeks to understand the typical paths that people take from non-customer to customer. A lot of people talk about trying to loyalize customers, or turning customers into advocates, and while that may sound logical, there is a flaw in that thinking. The flaw is that people can be influencers and advocates for your products and services before they become a customer (or who may never become a customer) if you’re doing a good job with your people-centric marketing.

When you better understand the journeys people take from non-customer to customer you can better understand what parts of the story to tell when and where. And often as you shift from a lead-generation, prospect-driven marketing focus to a people-centric one, you will start to see that in order to build the comfort and the trust and the excitement, that it will be more about barriers than benefits, more about problems than solutions.

As marketers we love to talk about benefits and solutions, but where we really need to focus is problems and barriers. Where is the friction? Where is the confusion? What are the chasms to be crossed? What are the pitfalls to be avoided?

When we start to understand these things, we will start to understand the stories and the content that need to be told and created in order to provide the jet pack to accelerate an individual from one level of comfort, trust, and purchase readiness to the next. The better we grasp what people are seeking to understand in order to evolve their level of comfort and trust, the better we can do at shaping our messages and our strategy to meet people where they are.

Who’s your thought leader?

This is where having a thought leader on staff comes into play, and why you might want to hire one or convert an existing employee or two into one. The job of the thought leader is to be a storyteller, a brand advocate, and ultimately to be the person that builds those bridges across the chasms and guides non-customers along their journey of understanding by demonstrating understanding of the problems, barriers, and pitfalls that non-customers and customers face, and helping to educate them on some of the ways that progress can be made and success created.

There is nothing wrong with trying to lead the thoughts of others. Someone has to lead, or at least to provoke. Just keep your ego at bay and focus on being a discussion leader and a facilitator within the topic area you are focusing on and key in on the transitions that you are trying to encourage. Ultimately what you are doing is growing customers, but there is no set timetable for when a non-customer might become a customer, and we’re not focused on speed as much as we are on acceleration. The closer we can draw non-customers to us, the more likely they are to want to become employees, partners, co-creators, advocates, or even aid in creating post-purchase rationalization instead of buyers remorse.

But the sad part is that most companies don’t recognize the importance of thought leaders, and the unique skillset that some people in understanding the journey and the problems, pitfalls, barriers, chasms, and transitions that matter to non-customers. Most consultancies want their consultants on the road billing every possible hour, and don’t allow anyone to focus on this important area of growing future customers. They dabble, and maybe they publish a white paper here or there that looks just like the white paper their five other competitors just put out, but they don’t commit to any marketing activities that result in immediate lead generation. There are a few consumer product companies that are doing surprisingly well in this area, but the two areas of greatest opportunity probably lie in the business-to-business (B2B) and service industries (consulting, legal services, etc.).

I’ve done a bit of work in these areas helping companies like Innocentive, Planview, Imaginatik, and Crowd Computing create single content input, multiple content output strategies to help evolve their ranks of non-customers along their journey with some informational pieces.

Thought leaders can and should play a large role in your innovation efforts as Evangelists (see my Nine Innovation Roles) and in helping your organization do a better job of value translation and value access (see my article on Innovation is All About Value). As you launch innovations into the marketplace, a people-centric marketing approach can make a huge difference in translating the potential value better for customers and non-customers alike and identifying areas of opportunity for improved value access (based on the thought leaders’ understanding of the non-customer’s journey) that can be communicated within the organization and new value access offerings that complete the core value creation of the innovation.

I hope by now you see the importance of focusing more on people-centric marketing and in understanding non-customers as well (or better) as we currently understand our customers.

But, of course in order to become a thought leader, someone must inevitably find what you have to say worth following.

So identify the thought leaders in your organization, or hire one, and start building your people-centric marketing strategy today!

Image source: bashfoo.com

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Planning to Spread

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We’ve all seen the viral videos that seemingly come out of nowhere to garner millions of views on YouTube, videos like this one where five people play one guitar singing Gotye’s “Somebody That I Used to Know”, which as of this date has garnered more than 163 million video views:

And if you add up all of the other postings of this same video, the total number of video views goes much, much higher.

Now, surely Gotye’s version of the song couldn’t have possibly garnered more views than this viral sensation that Walk Off the Earth’s cover created, could it?

Um, actually it did. To date Gotye’s official video has captured nearly 600 million video views, or nearly FIVE TIMES as many video views. So, it hasn’t turned out all bad for Gotye.

Now you might ask yourself, how could the huge success of the Walk Off the Earth viral campaign be trumped by traditional marketing if viral marketing is supposed to be the silver bullet?

Well, the truth is that whether you pursue traditional marketing and advertising or supposedly “viral” marketing activities, the goals are the same:

Awareness
Interest
Desire
Action

And it is within that first bullet point, that you find the viral component that any marketing activity or any evangelism activity (for innovation, for change, etc.) should always contain – spreadability.

Now, WordPress doesn’t seem to think that spreadability is a word, but let’s assume for a moment that it is and focus on the fact that most of the time, one of your goals in business (and your personal life) is spreadability. Ultimately, in many cases, success is determined by whether or not you can get your idea to spread.

This is true whether we are talking about an IT project, a Six Sigma continuous improvement effort, a change initiative, a Lean event, a marketing campaign, or a project commercializing an invention into a potential innovation.

So, can anyone guarantee that an idea or marketing campaign will spread?

The short answer is no.

Sorry, I wish I had better news for you, but the fact is that nobody can guarantee that your idea or your marketing campaign will go viral. Why?

You’re dealing with humans living in a complicated world. We’re not all built the same and the same person can have different reactions to the same stimulus (driven by mood and context among other things). This can result in a perfectly spreadable idea or message being stopped dead in its tracks, depriving you of all of the potential downstream sharing that you might have been hoping for or counting on.

Sorry, you can’t guarantee spreadability, despite what opportunistic marketing consultants claiming to know the magic formula might tell you.

Spreading Change But, an idea can be built to spread.

And I’d like to share with you a simple framework, for free, that you can download and spread far and wide.

Click here to download the “Planning to Spread” starter worksheet as a PDF.

It’s based on the same priniciples as mind mapping and it will help you start either with a particular node in mind (someone you’d like to reach and influence) and work backwards, identifying both how to evolve your idea to best influence that particular node, and how you might be able to reach them (at the same time). Or you can work from the idea outwards. Focusing primarily on the WHO and the WHY as you move outward.

The key questions to consider as you are “Planning to Spread” your idea are the following:

What is your idea or message? (Does it resonate with my target audience?)
Who are you trying to reach?
How will you reach them?

When will they be most receptive to the message or idea?
Where will they be most receptive to the message or idea?

Why will they engage? (What value will they get?)
Why will they share? (What value will they derive?)
How will they share?

Working your way thoughtfully through these questions will increase the chances that your idea or message will spread, but they won’t guarantee it. Going through the process however will help you refine your idea or message, help you think through the mechanics of how you might encourage and increase engagement, and may even help you uncover flaws in your idea or message that you missed (and give you a chance to fix them).

Happy spreading!
(and please let me know in the comments below any things I might have missed)

So what am I trying to spread?

Well, in the run up to my second book (this time focusing on the best practices and next practices of organizational change), soon I will be releasing a new collaborative, visual change planning toolkit to help organizations work smarter by planning their change initiatives (and projects) in a less overwhelming, more human way that will help get everyone literally on the same page.

This is the idea that I will be spreading and there are many ways that you can benefit.

One way is by becoming a case study volunteer. I’m looking to select a handful of companies to teach how to use the toolkit for free and feature their experience in my next book on the best practices and next practices of organizational change. If you would like to get a jump on the competition by increasing your speed of change (and your ability to work smarter), register your interest here.

But there are several other ways you can benefit, and all of them can be found here (including upcoming chances for consultants to train on the methodology and boost their revenue and success as they work with their clients around the world to deliver positive change). I’ll be focusing on teaching and tools, not consulting.

What message or idea are you trying to spread?

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Human-Centered Change and Innovation

Innovation, change and transformation thought leadership, lovingly curated by Braden Kelley

Category Archives: Change

Confessions of a Business Artist

13th Annual Change Management Conference Wrapup

Measuring Organizational Agility – The Triple T Metric v1.0

Change the World – Step Two

Most Companies Fail at Innovation Because…

Change the World – Step One

The Four Keys to Successful Change

Your Chance to Help Change Change

Conference Wrapup – Change Management 2015

Planning to Spread